OUR SERVICES

Each of you should use whatever gift you have received to serve others,
as faithful Stewards of God’s grace in its various forms. 1 Peter 4:10

Menu of Services



  • Business Succession Planning
  • Charitable Giving
  • Family Support Issues
  • Mortgage & Debt Reduction
  • Educational Events
  • S.O.S. (Second Opinion Service)
  • Memory Money Investing
  • Estate Planning and Consulting (Your Succession Plan)
  • Family Meetings
  • Mortgage
  • Other Services:

Let’s discuss How We can Serve You Better…

Securities offered through Securities Service Network, Inc., Member FINRA/SIPC. Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor.